Heavyweight holdings of the hottest Northern Machi

Northern shares: machinery leading funds are heavily held

Guide: Northern shares (600262) under the NORINCO group can be focused on the middle line. The company is a leading enterprise in the machinery industry and has recently placed high-quality assets related to tank body production in the parent company NORINCO group. At present, the rise of this stock is significantly behind that of stocks in the same sector of Sany Heavy Industry, and there is still much room for growth in the future. Orientation

NORINCO (600262) under NORINCO group can be focused on the middle line. The company is a leading enterprise in the machinery industry and has recently placed high-quality assets related to tank body production in NORINCO group, the parent company. At present, the rise of this stock is significantly behind that of stocks in the same sector of Sany Heavy Industry, and there is still much room for growth in the future. Private placement of military assets has become an important expectation of the stock. In the long run, the defense and military industry is supported by the government, and the military industry sector is expected to continue to outperform in the future

the strong macroeconomic growth, the sharp decline in the price of raw materials and the obvious enhancement of international competitiveness provide new development opportunities for China's construction machinery industry in the next few years, while foreign mergers and acquisitions and multinational companies' coveting of key companies in China's construction machinery industry will also bring new investment opportunities for relevant listed companies. Investors can pay attention to the stagflation stocks in this sector, such as (600262) northern shares, The company is one of the few leading construction machinery companies with independent property rights in China. It has successfully produced many advanced products of international standards. At present, it is performing several large order businesses. There is a strong guarantee for the rapid growth of future performance. As a heavy position stock of the fund, it has performed poorly for several consecutive months, and the short-term is worth noting

industry leader large order concept

the company is one of the few construction machinery leaders with independent property rights in China, and has successfully produced many advanced products of international standards. From a global perspective, there are only three manufacturers capable of producing 360 ton electric wheel mining vehicles, among which the company ranks. This mining vehicle has always maintained a market share of about 80% in the domestic products of the same level, It has obvious competitive advantages. Globally, there are only three manufacturers capable of producing 360 ton electric wheel mining vehicles, including companies. It is noteworthy that in April 2006, China Shenhua zhuneng company's haruusu project purchased 37 360 ton electric wheel mining cars jointly produced by NORINCO and Rex unichrig, which are particularly prone to white pollution. The total contract amount was 157million dollars. There were 44 households in the village, and the contract had been fully implemented by September 2007; In August 2006, the company signed 22 TR100 (91 ton) mining trucks with Nanshan Mine of Masteel, with a contract amount of 124.74 million yuan. This contract is the largest single contract sales amount since the company was founded 19 years ago, and it is also the largest single contract in the history of the contract model. The choice of materials with higher prices for the two major orders will make their product costs too high and provide a fundamental guarantee for the growth of the company's future performance. A few days ago, the company announced that northern Co., Ltd. recently signed a sales contract for 50 tr50 (45 ton) mining trucks in Yangon, Myanmar, with a total contract amount of US $13.265 million, equivalent to 103.47 million yuan

foreign cooperation increases market imagination

plastic is a low-energy, low pollution material. The company's second largest shareholder is Terex, one of the world's three largest mining vehicle manufacturers. It is the world's third largest construction machinery manufacturer, with an annual sales revenue of nearly $7billion. It has more than 50 factories in the world and can manufacture more than 500 products. With the strengthening of the company's manufacturing capacity, the scale of parts returned to Terex has gradually expanded, becoming a stable source of income. After the share reform, Inner Mongolia North heavy industry group, the company's largest shareholder, still maintains a relatively controlling position. Although the two major shareholders agreed to maintain the current shareholding ratio before 2010, Terex is expected to be interested in holding shares, and the possibility of acquisition through the secondary market still exists in the future, which undoubtedly adds huge imagination to the soaring share price of the company

fund heavy position replenishment is imminent

in the secondary market, this stock, as a leading mechanical engineering stock with significant performance growth, is heavily held by a number of strength funds. In the market, the second largest shareholder is a famous foreign-funded enterprise, which adds a huge imagination space to this stock. Technically, this stock has been pursued by large funds in advance. Since May, the stock price has maintained a volatile consolidation market, and the rise has obviously lagged behind that of stocks in the same sector of Sany Heavy Industry, As a strong stock, it has a particularly obvious supporting effect on the moving average. It rebounded strongly after touching the annual line today, and is expected to continue to rise in the future